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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1601
Personal CFO Solutions
New Jersey
$1.32M +$270K +1,271 +21%
SIG
1602
Sargent Investment Group
Maryland
$1.32M +$316K +1,489 +26%
AA
1603
Aufman Associates
Pennsylvania
$1.32M -$53.8K -253 -3%
LW
1604
Linscomb Wealth
Texas
$1.32M +$27K +127 +2%
KCM
1605
Kornitzer Capital Management
Kansas
$1.31M – – –
PD
1606
Planning Directions
Pennsylvania
$1.3M +$1.32M +6,225 +693%
EFSCE
1607
Enterprise Financial Services Corp (EFSC)
Missouri
$1.3M -$51.6K -243 -3%
NFG
1608
Nadler Financial Group
Illinois
$1.3M +$160K +755 +12%
PSC
1609
Prentiss Smith & Co
Vermont
$1.3M – – –
S
1610
SimplyRich
California
$1.29M -$14K -66 -0.9%
SW
1611
SlateStone Wealth
Florida
$1.29M -$2.44M -11,457 -62%
CWAG
1612
Compton Wealth Advisory Group
Virginia
$1.29M -$97.6K -459 -6%
EGA
1613
E&G Advisors
Texas
$1.29M -$239K -1,125 -14%
QCM
1614
Quest Capital Management
Texas
$1.29M +$66.1K +311 +5%
BAM
1615
Beaumont Asset Management
Texas
$1.29M -$46.5K -219 -3%
SIA
1616
Soltis Investment Advisors
Utah
$1.28M +$378K +1,778 +34%
SL
1617
Stevard LLC
Illinois
$1.28M – – –
ADL
1618
Asset Dedication LLC
California
$1.28M -$44.2K -208 -3%
CC
1619
Courier Capital
New York
$1.28M +$42.5K +200 +3%
HC
1620
HNP Capital
New York
$1.28M +$1.48M +6,969 New
SMC
1621
Smith, Moore & Co
Missouri
$1.28M +$102K +478 +7%
CC
1622
Capital Counsel
New York
$1.27M +$48.9K +230 +3%
KA
1623
Kovack Advisors
Florida
$1.27M +$144K +677 +11%
FWM
1624
Fairhaven Wealth Management
Illinois
$1.27M +$219K +1,032 +17%
SAM
1625
SignalPoint Asset Management
Missouri
$1.27M -$976K -4,591 -40%
63 64
65
66 67